DINO HF Sinclair Corp

NEUTRAL Impact: 4/10 Insider Cluster (3 insiders)
Horizon weeks Filed May 21, 2026 Processed 19d 9h ago
Insider cluster: 3 insiders, $1.8M total
Latest settled — T+5d
DINO ▲ +1.29% at T+5d
NEUTRAL call ✓ call won +1.29% · α vs SPY -0.37% · entry $69.91 → $70.81
Next anchor: T+20d in 12d
Last close $72.39 (close Jun 8) · +3.55% from $69.91 entry
Entry anchored
May 21, 2026
via day open
T+1d
-1.97%
call -1.97% · α -2.56%
$68.53
settled 19d ago
T+5d
+1.29%
call +1.29% · α -0.37%
$70.81
settled 12d ago
T+20d
call — · α —
in 12d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

CEO Franklin made an open-market purchase of 15,000 shares (~$1.04M) on May 18, the same day the company closed a $100M buyback from a major holder. The CEO's buy signals conviction amid a leadership transition (acting CFO, recent CEO/CFO departures). Two other insiders sold modest amounts: EVP Pompa ($691K) and acting CFO Garg ($52K), likely routine. Net cluster value is ~$1.78M, under 0.02% of DINO's $12.8B market cap, making the dollar amounts trivial relative to company size. The CEO purchase is the only material signal but is diluted by the overall triviality and mixed direction.

Key Financial Metrics

Direction
mixed
Total Value
$1.8M
Insiders
3

Actionable Insight

The CEO purchase is a mild positive signal, but the dollar amount is too small to move the stock. The mixed direction (2 sells vs 1 buy) and trivial size suggest no actionable edge. Watch for additional insider buying by C-suite to confirm conviction, especially as the company navigates leadership changes.

Key Facts

  • CEO Franklin bought 15,000 shares for ~$1.04M at $69.11 on May 18.
  • EVP Operations Pompa sold 10,000 shares for $691K on May 15.
  • Acting CFO Garg sold 717 shares for ~$52K on May 19.
  • The company repurchased $100M stock from REH Advisors on May 18.
  • Total insider cluster value (~$1.78M) is <0.02% of DINO's $12.8B market cap.
  • Leadership vacuum exists with recent CEO and CFO departures.

Financial Impact

Total insider trading value ~$1.78M; CEO purchase $1.04M is the only cash-in transaction. Both are immaterial relative to $12.8B market cap.

insider sentimentcapital allocation signal

Risk Factors

  • Leadership vacuum (recent CEO/CFO departures) may weigh on operational execution.
  • Acting CFO sold shares after the buyback — timing not reassuring.
  • Insider sale by EVP Operations (Pompa) is moderate in dollar terms but not explained by a 10b5-1 plan.

Market Snapshot

Exchange
NYSE
Sector
Pipe Lines (No Natural Gas)
Analyst Consensus
55% bullish (22 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-DINO-1779396525723
12 reports for DINO
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+1▲ +2.75%May 12, 2026
Filters
Rows
Reports for DINO — sortable, filterable
Type Now
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 2/10
$72.83 $71.39▼ −1.98%▲ +0.62%$72.39 (−0.60%)
May 27, 2026
13d ago
144
NEUTRAL ★ 4/10
$68.08 $68.26▲ +0.26%▼ −0.29%$72.39 (+6.33%)
May 27, 2026
13d ago
144
NEUTRAL ★ 2/10
$68.08 $68.26▲ +0.26%▼ −0.29%$72.39 (+6.33%)
May 26, 2026
14d ago
Insider Cluster
NEUTRAL ★ 3/10
$68.08 $68.26▲ +0.26%▼ −0.29%$72.39 (+6.33%)
May 26, 2026
14d ago
144
NEUTRAL ★ 2/10
$68.08 $68.26▲ +0.26%▼ −0.29%$72.39 (+6.33%)
May 21, 2026
19d ago
Insider Cluster
NEUTRAL ★ 4/10
$69.91 $68.53▼ −1.97%▼ −2.56%$72.39 (+3.55%)
May 19, 2026
21d ago
8-K
MIXED ★ 5/10
$71.12 $68.39▼ −3.84%▼ −4.03%$72.39 (+1.79%)
May 18, 2026
22d ago
Insider Cluster
BULLISH ★ 5/10
$71.82 $71.12▼ −0.97%▼ −2.01%$72.39 (+0.79%)
May 15, 2026
25d ago
144
NEUTRAL ★ 3/10
$70.30 $71.82▲ +2.16%▲ +2.81%$72.39 (+2.97%)
May 13, 2026
27d ago
8-K
BEARISH ★ 6/10
$68.71 $70.01▼ −1.89%▼ −3.12%$72.39 (−5.36%)
Showing 10 of 12

US Market Status

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